Cheap natural gas is a big stimulus to petrochemical production and a meaningful one for all U.S. Manufacturing.
Housing works like a trampoline. When it is pushed down far enough and long enough, it will eventually snap upward very powerfully.
Safer cities generally mean stronger urban economies.
Many Russia experts note the deep and sad capacity of the Russian people for suffering.
Russia's oil fields are mature and require capital and Western technology even to keep production flat.
In this age, if the currency of a major nation collapses, or its access to borrowing ends, it just can't function.
The financial and economic crash of 2008, the worst in over 75 years, is a major geopolitical setback for the United States and Europe.
I think Obamacare, for all its controversy, is actually working.
I don't think there's a more battle-hardened veteran anywhere than Larry Summers.
The Fed is the major U.S. Firefighter. It's not the Treasury. It's not the Congress. We certainly saw that vividly in 2008.
Mergers generate substantial synergies.
Too many companies are just being big for the sheer sake of it. Too many CEOs thinking bigger is better.
